Batch scheduling

Batch Scheduling enables you to mass-distribute a document in different versions to different recipients. Simply enable the Batch processing option as part of the scheduled job and select a dimension to be used as batch filter and potentially as email distribution list at the same time.

The Batch processing will produce as many outputs as you have dimension members (except the ones you may have actively disabled). Furthermore, each output will be filtered by a criterion matching each dimension member.

It is even possible to let the Batch Scheduled job send out emails automatically – one email with one matching output to each recipient. This part of the Batch process requires the dimension to be designed with an additional attribute containing email addresses.

Before we try out the Batch Scheduled job, we may want to modify the Title text box of the dashboard we are currently using.

Here, we will add members from the Salesperson dimension, but only showing data when we have a single Salesperson (as we will have for each of the batched outputs).

Now, after having saved the dashboard, when we run this scheduled job, with batch setting on Salesperson members, the output will become one output file per Salesperson:

One of the outputs, the one for Alvaro Bennett, opened with a browser: